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ETF comparison

IJT vs VIG

US Small Cap vs Dividend.

iShares S&P Small-Cap 600 Growth ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
0.4 %

33 positions appear in both funds. Buying equal dollars of IJT and VIG would leave roughly 0.4% of each dollar exposed to the same underlying securities.

IJT unmatched 94.8% Shared 0.4% VIG unmatched 99.2%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IJT only
314 positions
Shared
33 positions
In VIG only
300 positions

Side by side

IJT

iShares S&P Small-Cap 600 Growth ETF

iShares · US Small Cap

89 composite / 100
Expense ratio
0.18%
Net assets
$7.62B
TTM yield
0.78%
Top-10 conc.
10.9%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.50%
Top-10 conc.
33.4%

Sub-score comparison

82
Cost
96
89
Tax efficiency
78
95
Liquidity
100
99
Concentration
67
—
Tracking quality
—
IJT sub-score VIG

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VIG is 14 bps cheaper than IJT. On a $100,000 position that's about $140/yr more in fees for IJT.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IJT vs VIG.

Top shared holdings

33 shared in total
# Holding In IJT In VIG Overlap
1 Enpro, Inc. 0.87% 0.03% 0.03%
2 MarketAxess Holdings, Inc. 0.22% 0.02% 0.02%
3 Balchem Corp. 0.35% 0.02% 0.02%
4 ServisFirst Bancshares, Inc. 0.24% 0.02% 0.02%
5 Materion Corp. 0.37% 0.02% 0.02%
6 Brady Corp. 0.44% 0.02% 0.02%
7 Independent Bank Corp. 0.19% 0.02% 0.02%
8 Franklin Electric Co., Inc. 0.25% 0.02% 0.02%
9 Mueller Water Products, Inc. 0.29% 0.02% 0.02%
10 Badger Meter, Inc. 0.47% 0.02% 0.02%
11 Otter Tail Corp. 0.19% 0.02% 0.02%
12 Kadant, Inc. 0.21% 0.02% 0.02%

Only in IJT

314 total
  • FormFactor, Inc. 1.36%
  • Viasat, Inc. 1.33%
  • Argan, Inc. 1.22%
  • BrightSpring Health Services, Inc. 1.21%
  • Krystal Biotech, Inc. 1.07%
  • ESCO Technologies, Inc. 0.99%
  • Alkermes plc 0.96%
  • Everus Construction Group, Inc. 0.93%
  • StoneX Group, Inc. 0.91%
  • Corcept Therapeutics, Inc. 0.91%

Only in VIG

300 total
  • Broadcom Inc 4.63%
  • Apple Inc 4.45%
  • Microsoft Corp 4.34%
  • JPMorgan Chase & Co 4.07%
  • Eli Lilly & Co 3.93%
  • ExxonMobil Holdings Corp 2.78%
  • Johnson & Johnson 2.67%
  • Visa Inc 2.45%
  • Walmart Inc 2.11%
  • Mastercard Inc 2.00%

Percentages are holdings overlap with the named fund.

Open IJT or VIG at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.